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Telecommunications sector update

Nick Harris

The telecommunications sector has been the worst performing sector for two years in a row – down 12% in 2016 and 26% in 2017. We have had an underweight sector call for the last 12+ months, but in late 2017 we moved to a neutral weighting.

We think that 2018 will be a much better year for telecommunications companies. I explained why, and highlighted my key stock picks, in a presentation to the Morgans network this morning:

More information

Morgans clients can access our detailed research on all companies we cover in the Telecommunications sector. If you are interested in finding out more, please contact your nearest Morgans office.

Disclaimer(s): Analyst may owns shares in some or all stocks mentioned.

The information contained in this report is provided to you by Morgans Financial Limited as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited ABN 49 010 669 726, its related bodies corporate, directors and officers, employees, authorised representatives and agents (“Morgans”) do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon this report consult with their Morgans investment adviser before doing so.